Commercial Lines Account Executive

We are a well-established agency with a long history of serving clients across the country. Licensed nationwide, we provide risk management, insurance, bonding, employee benefits, and financial solutions. Our client base spans a wide range of industries, from manufacturing and contracting to distribution, transportation, and beyond. Built on a foundation of personal service and multi-generational expertise, we are committed to delivering results that exceed industry standards. With a comprehensive approach, we help ensure seamless coverage, quicker response times, and consistent dedication to every client—whether an individual or a large-scale business. Partner with us to protect what matters most and secure your future.

Position Overview

We are seeking an experienced and highly motivated Commercial Lines Account Executive to join our team. This role is ideal for a seasoned insurance professional who excels in client relationship management, risk assessment, and account servicing. The Senior Account Manager will serve as the primary point of contact for mid- to large-sized commercial clients, providing expert guidance on coverage options, policy renewals, claims, and risk management strategies.

Key Responsibilities

• Client Relationship Management: Build and maintain strong, long-term relationships with commercial clients by providing responsive, professional, and consultative service.
• Account Servicing: Manage all aspects of client accounts, including new business processing, renewals, endorsements, cancellations, audits, and coverage reviews.
• Risk Analysis & Coverage Recommendations: Analyze clients’ business operations and exposures to recommend tailored insurance solutions that align with their risk management needs.
• Renewal Management: Proactively coordinate renewals, negotiate terms with carriers, and present comprehensive proposals to clients.
• Claims Advocacy: Support clients through the claims process by serving as a liaison between the insured and carriers, ensuring timely resolution and effective communication.
• Carrier & Vendor Relations: Collaborate with insurance carriers, underwriters, and other partners to secure favorable terms and maintain strong market relationships.
• Team Leadership: Provide mentorship, training, and guidance to junior account managers and account executives, supporting overall team growth and development.
• Compliance & Documentation: Ensure all activities adhere to industry regulations, agency policies, and client confidentiality standards.

Qualifications

• Minimum 5 years of experience in commercial lines account management, with a strong background in handling complex accounts.
• Property & Casualty insurance license required.
• In-depth knowledge of commercial insurance coverages, markets, and risk management practices.
• Proven track record of successfully managing client relationships and retaining business.
• Strong negotiation, communication, and presentation skills.
• Ability to prioritize, multitask, and manage high-volume workloads with attention to detail.
• Experience with agency management systems (e.g., Applied Epic, AMS360, or similar).
• Professional designations such as CIC, CPCU, ARM, or CRIS are highly desirable.

What We Offer

• Competitive salary and performance-based incentives.
• Comprehensive benefits package (health, dental, vision, 401k).
• Professional development support, including continuing education and designation programs.
• A collaborative, supportive, and growth-oriented work environment.